DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-21
IRS object ID
201932339349100318
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-21T19:41:27-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 CLEVELAND AVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD C DONAHUEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7048777621PhoneNum
Signature2019-08-21SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448234PTIN
Phone7273504612PhoneNum
Preparation2019-08-21PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-21IPDt
IP Tm19:41:27IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id47DC89AE433FDF5CB464A57D31CCF99CDCF29FE1AtSubmissionCreationDeviceId
At Submission Filing Device Id992E83F8B90DF5B4529726673504EEC70C9F5DD3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,310,112FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,310ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,187InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,187InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,836DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,836DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$140,552NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$235,571GrossSalesPriceAmt
Total Rev And Expnss$170,885TotalRevAndExpnssAmt
Total Net Invst Incm$27,023TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$103AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$103AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$107TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$3,626TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,410TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$176PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$176PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,201OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,201OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$253,073ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$253,073ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$264,286TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,963TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$93,401ExcessRevenueOverExpensesAmt
Net Investment Income$27,023NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,262CashBOYAmt
Cash EOY$40,289CashEOYAmt
Cash EOYFMV$40,289CashEOYFMVAmt
Corporate Stock BOY$1,160,633CorporateStockBOYAmt
Corporate Stock EOY$1,160,633CorporateStockEOYAmt
Corporate Stock EOYFMV$4,209,156CorporateStockEOYFMVAmt
Corporate Bonds BOY$56,988CorporateBondsBOYAmt
Corporate Bonds EOY$56,988CorporateBondsEOYAmt
Corporate Bonds EOYFMV$60,667CorporateBondsEOYFMVAmt
Total Assets BOY$1,231,883TotalAssetsBOYAmt
Total Assets EOY$1,257,910TotalAssetsEOYAmt
Total Assets EOYFMV$4,310,112TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,231,883UnrestrictedBOYAmt
Unrestricted EOY$1,257,910UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,231,883TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,257,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,231,883TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,257,910TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,231,883TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$93,401ExcessRevenueOverExpensesAmt
Other Increases$92,915OtherIncreasesAmt
Subtotal$1,257,910SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,257,910TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$181,886AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,967,051NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061302DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,464AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,191,132NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.003406DistributionYr2Rt
Adjusted Qlfy Distri Yr3$84,501AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,961,238NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043086DistributionYr3Rt
Adjusted Qlfy Distri Yr4$163,703AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,025,382NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080826DistributionYr4Rt
Adjusted Qlfy Distri Yr5$87,921AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,458,532NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060280DistributionYr5Rt
Total Distribution0.248900TotalDistributionRt
Average Distribution0.049780AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$270NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$270AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$263,963QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$270InvestmentIncomeExciseTaxAmt
Subtotal$270SubtotalAmt
Tax Based On Investment Income$270TaxBasedOnInvestmentIncomeAmt
Tax Due$270TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF ALARM - AFRICAN LEADERSHIP & RECONCILIATION MINISTRIES, A MINISTRY THAT SERVES LEADERS IN CENTRAL AFRICADescription1Txt
Description2SUPPORT OF FASHION & COMPASSION, A NON-PROFIT ORGANIZATION THAT SUPPORTS WOMEN AND MEN OVERCOMING POVERTY AND INJUSTICE IN THE US AND & OTHER COUNTRIES THROUGH HOLISITIC ECONOMIC EMPOWERMENTDescription2Txt
Description3EDUCATIONAL SUPPORT OF LOCAL AND INTERNATIONAL STUDENTS WHO ARE FUTURE LEADERS IN THEIR COMMUNITIES BUT LACK ADEQUATE FINANCIAL SUPPORT. THIS SUPPORT IS PROVIDED DIRECTLY TO ACADEMIC INSTITUTIONS AS WELL AS THROUGH OTHER NON-PROFIT ORGANIZATIONS PROVIDING SCHOLARSHIPS AND SPONSORSHIPS.Description3Txt
Description4SUPPORT OF CHILD SPONSORSHIP THROUGH COMPASSION INTERNATIONALDescription4Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$80,652CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$270TaxBasedOnInvestmentIncomeAmt
Total Tax$270TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,963ExpensesAndContributionsAmt
Qualifying Distributions$263,963QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$270PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$263,693AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,129ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$15,169ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,464ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$33,755ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$64,517TotalExcessDistributionCyovAmt
Qualifying Distributions$263,963QualifyingDistributionsAmt
Remaining Distri From Corpus$263,963RemainingDistriFromCorpusAmt
Total Corpus$328,480TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,129ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$320,351ExcessDistriCyovToNextYrAmt
Excess From Year3$15,169ExcessFromYear3Amt
Excess From Year2$7,464ExcessFromYear2Amt
Excess From Year1$33,755ExcessFromYear1Amt
Excess From Current Year$263,963ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELE DUDLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715CASA ADALIA$15,600
MARKET YOUR MIND
3000 SOMERSET DRIVECHARLOTTENC28209ANTI-TRAFFICKING$1,100
FOREST HILL CHURCH
7224 PARK ROADCHARLOTTENC28210CHURCH SUPPORT$19,000
PREGNANCY RESOURCE CENTER
1505 EAST 4TH STCHARLOTTENC28204CRISIS PREGNANCY$625
YOUNG LIFE
6707 FAIRVIEW ROADCHARLOTTENC28210YOUTH MINISTRY$2,500SUITE A
ALARM
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$22,280
OUR LITTLE ROSES
PO BOX 530947MIAMI SHORESFL33153ORPHAN CARE$3,300
MYERS PARK HIGH SCHOOL
2400 COLONY ROADCHARLOTTENC28209COLLEGE SCHOLARSHIP$746
FASHION COMPASSION
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$31,534
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$12,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$1,425SUITE 250
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$1,100
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$3,000
SCHOLARSHIPS SCHOLAR EXPENSES
3000 SOMERSET DRIVECHARLOTTENC28209COLLEGE EDUCATION$15,095
A BETTER WORLD
4527 FREEDOM DRIVECHARLOTTENC28208AFTER SCHOOL PROGRAM$5,000
BEST BUDDIES
10020 MONROE ROADMATTREWSNC28105CHILDREN WITH DISABILITIES$2,310
CAROLINA BREAST FRIENDS
1607 E MOREHEAD STREETCHARLOTTENC28207WOMENS HEALTH$20,895
CHANGED CHOICES
501 HAWTHORNE LANECHARLOTTENC28205JUSTICE INIATIVES$2,500
HOSKINS PARK MINISTRIES
107 CROMER STREETCHARLOTTENC28208FAMILY CRISIS ASSISTANCE$2,500
NATL M S RESEARCH
3101 INDUSTRIAL DRIVERALEIGHNC27609JUVENILE RESEARCH$7,500
PROJECT 658
CENTRAL AVENUECHARLOTTENC28205JUSTICE INITIATIVES$5,100
SEARCH MINISTRIES
1043 E MOREHEAD STCHARLOTTENC28204MISSIONARY SUPPORT$2,500
S I M
14830 CHOATE CIRCLECHARLOTTENC28273INTL CHILDRENS SUPPORT$1,200
THE HARVEST CENTER
2225 FREEDOM DRIVECHARLOTTENC28208CRISIS ASSISTANCE$2,500
UNPACKIN IT
P O BOX 473173CHARLOTTENC28247FAMILY SUPPORT$500
MOMENTS OF HOPE
4500 CAMERON VALLEY PKWYCHARLOTTENC28211FAMILY SUPPORT$10,000
HANNAH'S ORPHAN
3000 SOMERSET DRIVECHARLOTTENC28209ADOPTION SUPPORT$10,000
CARE INTERNATIONAL
151 ELLIS STREET NEATLANTAGA30303CHILD SUPPORT$9,750
THE SALVATIONS ARMY
534 SPRATT STREETCHARLOTTENC28206FAMILY SUPPORT$2,500
MAGDALENE HOUSE
P O BOX 1286LADSONSC29456DISTRESSED WOMEN SIAD$2,600
GLAD TIDINGS CHURCH
4621 COUNTRY CLUB ROADMOREHEAD CITYNC28557OUTREACH SUPPORT$2,500
HEALING HANDS OF JOY
1717 CLEVELAND AVECHARLOTTENC28203FAMILY HEALP$5,000
OTHER CHARITABLE GIVING
3000 SOMMERSETT DRIVECHARLOTTENC28209SUPPORT CHRILDREN & FAMILIES$26,513
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$253,073TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$1,187ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$25,836ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$140,552RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,023ExclusionAmt
Related Or Exempt Function Incm$140,552RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,575TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$103Amt
Disbursements Charitable Prps$103DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BANK OF AMERICA2014-09PURCHASE2018-08$15,722$8,519$7,203
BULGARIA2015-07PURCHASE2018-07$58,488$62,475-$3,987
G WILLEY FOODS2014-06PURCHASE2018-08$3,505$3,307$198
IMAX2006-08PURCHASE2018-02$15,155$4,276$10,879
TPL1995-10PURCHASE2018-06$142,701$16,442$126,259

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTESLABondNm
EOYFMV$60,667EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOYFMVEOYFMVAmt
G WILLI FOOD$17,475
ALIBABA GROUP$102,804
BYD$38,280
BANK OF AMERICA$26,640
BERKSHIRE HATHAWAY$816,720
IMAX$14,108
MARKEL$103,805
TPL$2,978,965
OROCOBRE LTD NV$11,129
G E$15,140
PAYPAL$84,090

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PROFESSIONAL DEVELOPMENT$1,000$1,000
OFFICE SUPPLIES$901$901
FUND RAISING EXPENSE$2,242$2,242
COMPUTER EXPENSE$1,466$1,466
POSTAGE$535$535
PROMOTION$1,017$1,017
BANK CHARGES$40$40

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$107Amt

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